Charitable Insights
Our monthly e-newsletter, Charitable Insights, explores concepts and resources to support your work in incorporating generosity planning into your practice. Subscribe to our free e-newsletter by filling out the form below. You will receive an email confirmation of your enrollment.
2022 Issues
2021 Issues
- January:
Toni Homann & Steve Becker: Joint fieldwork brings expertise and tax advantages to clients - February:
Ryan Eckhardt & Anthony Spangler: Charitable planning as a portfolio rebalancing tool - April:
Bridgit Holly & Brook Williams: Teaming up for the White Dinosaur Trust - May:
Jimmy Moore: Endowment funds: Giving for the future - June:
Nancy Hansen: How to pivot charitable conversations - July:
Katie Garber: Six ways to introduce clients to charitable planning - September:
Kathleen North: Gift annuity is a "delightful surprise" of generosity